Importing Data into ZipperAgent
Importing data into Zipper Agent properly is one of the most important step to take full advantage of the CRM system. You want to ensure that your data is correctly inserted and that data formatting is maintained. Using the Import wizard, you can import data of different Record types into Zipper Agent.
It is recommended to start your import process with a few rows of data and after successful completion of the initial batch, you can import the rest of your data using the previously used CSV file format and mapping (Zipper Agent saves the previously imported mapping for you).
In case you have got fields in your source application which cannot be mapped to any ZipperAgent fields, please create those fields in Zipper Agent by using Customization Module before you start importing.